Insights
Tag: HSA
January 6, 2025
New Gifting and Contribution Limit Changes For 2025
There’s one thing we can always count on at the start of each new year — new contributions and gifting limitations from the IRS. As you begin your planning for the year ahead, we’ve highlighted some of the key 2025 changes to be aware of for retirement accounts, health savings accounts, and gifting. Individual Retirement [...]
Contributions from: Jay Winston, CFP®
December 9, 2024
Should I Spend My HSA On My Kid’s Braces?
Ah, the Health Savings Account (HSA)… with its quick rise to fame, the HSA has gained popularity as a company benefit. The HSA is loved far and wide by financial advisors as a flexible and tax-efficient tool to cover medical expenses in retirement. However, it can be tempting to utilize the funds before retirement – [...]
Contributions from: Eric Schuehle
November 15, 2024
Getting the Most from Your Google Benefits
Google provides an extensive range of benefits that can enhance your wealth, manage risk, and secure your future. By integrating Google’s compensation, retirement, and health benefits into your financial plan, you can better align these offerings with your long-term goals. Equity Awards Google’s stock units (GSUs) can be a powerful tool for achieving financial objectives. [...]
Contributions from: Katie Berntson, CFP®
October 21, 2024
Getting the Most from Your Amazon Benefits
Amazon provides generous company benefits that can help you build wealth, manage risk, and secure your future. It’s important to consider how to best integrate the additional compensation, retirement, and health benefits into your financial plan. Equity Awards Your grants of Amazon restricted stock units (RSUs) can help increase your cash flow or meet long-term [...]
Contributions from: Katie Berntson, CFP®
September 3, 2024
Maximizing Your Employer Benefits
For most Americans who work for an employer, autumn is open enrollment period. While it’s easy to simply adopt last year’s elections, you may want to take a second look. To maximize your savings, reexamine the benefits available to you. The following are some tips to help you make the most of your benefits to [...]
Contributions from: Larissa Vidal, CFP®
September 3, 2024
Save More for Retirement with Your Health Savings Account
As you plan for retirement, consider using one of the best options for building tax-advantaged savings – a Health Savings Account (HSA). An HSA is a medical savings account available to anyone enrolled in an HSA-compatible high-deductible health plan (HDHP). For the year 2024, the IRS defines an HDHP as a plan with a deductible of at [...]
Contributions from: Eric Schuehle
October 7, 2022
Understanding Your Benefits at Virginia Mason
Virginia Mason offers their employees a robust suite of retirement benefits. When utilized correctly, these benefits can be valuable assets to your financial plan. Throughout this article, we’ve highlighted the pros and cons of the most prominent benefits. Virginia Mason Retirement Plans 403(b) Plan With this plan you can defer anywhere from 1% to 80% [...]
Contributions from: David Bigelow, CFP®, MBA
September 29, 2020
Evaluating/Negotiating a Job Offer
September 29, 2020 COVID-19 and the economic downturn have many out of work and looking for new positions. A job search can be competitive and confusing, especially if you haven’t looked for a job in a while. Companies in sectors that have been weathering the current economic storm well are still hiring, although the interview [...]
Contributions from: Vince Lee, CFP®, CPA
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